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The first pages of the Informal Improvement Plan template

Informal Improvement Plan

Document template for Google Docs and Word

Make a copy in Google Docs
Price
Free
Difficulty
Beginner
Updated
November 6, 2026

Every page (6)

Overview

This free Google Docs template helps a manager put early performance concerns into a supportive, written plan. It records what was discussed, describes what good looks like, lists the support the employer will give and sets check-in dates. The tone is coaching rather than disciplinary, so the employee can see a clear route to meeting the standard.

The sample is an informal plan for Callum Reid at Northfold Group, a fictional employer, with invented dates, targets and support. Replace the concerns, measures and support with real, dated examples, and have HR confirm the wording and review steps against your policy and local employment law before the plan is shared.

Useful for

  • A manager addressing an early concern about on-time reporting
  • A supervisor agreeing support for a new team member who is struggling
  • An HR partner preparing a coaching plan before any formal process

What's included

  • A cover page with the employee, manager and confidentiality note
  • A title block with start date, review date and key figures
  • Three agreed focus areas with a short supportive introduction
  • A support page with a ruled table of coaching, training and time
  • A check-in scorecard with status, trend and agreed measures
  • Contacts with an escalation callout, plus a guide page

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Enter the employee, manager, HR contact, start and end dates in the header.

  3. 3

    Replace the concerns with dated examples and the evidence source for each one.

  4. 4

    Turn each concern into a measurable target with a review date, and list the support you will give.

  5. 5

    Delete the guide page, then share the plan with the employee in a private meeting.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

Is an informal improvement plan a formal warning?

No. It is a supportive, time-limited plan agreed with the employee before any formal step. If it does not work, your HR policy sets out the next stage, which should be explained in advance.

Are Northfold Group and the people real?

No. Northfold Group, Callum Reid, Sana Rowe, Ben Adair and every date, target and cost are fictional sample data. Replace them with your own details before using the template.

Who should see the plan?

The employee, the manager and HR should see it, and a copy goes in the confidential file. Share it in a private meeting rather than by email to a team, and keep personal details to the people who need them.

  • #improvement-plan
  • #coaching-plan
  • #performance-support
  • #hr-template
  • #google-docs
  • #manager-toolkit

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